Financial Planning with A.R.D. Consultancy - Flipbook - Page 9
Protecting Financial Wellbeing
Personal Protection
We all understand the importance of insuring items such as the family home, vehicles and valuable possessions, but are you confident you have
adequate personal financial protection to cover the financial consequences of death, long-term illness or disability? If the answer is no, then you
could be taking unnecessary risks with your own and your family’s future financial wellbeing! Providing a financial lifeline in such situations is
the best way of protecting your family’s standard of living should the worst happen. Popular forms of personal protection include whole of life
insurance, critical illness benefit, family income benefit, permanent health insurance, personal accident insurance and mortgage protection.
Private Medical Insurance
Health and wellbeing are a topical area, and we can discuss with you, strategies to assist with protecting your health and wellbeing via a Family
or Personal Private Medical Insurance Policy. Having private protection in place allows greater freedom in planning your treatment at a location
and time that’s convenient to you, avoiding the sometimes-lengthy NHS treatment waiting times.
Will Service
Having an up-to-date valid will ensures that your wishes are met at the time of your death. Our clients benefit from an exclusive agreement we
have in place with a firm of well-regarded solicitors. This arrangement enables our clients to have a will prepared free of charge. This
demonstrates our commitment to every client we have the pleasure to look after.
If you have questions regarding any of our services, please do not hesitate to contact us. We look forward to welcoming you.
